Buildings

Jordan Thatcher

Senior Tax Consultant
Education and Credentials

As a Senior Tax Consultant at SteelPeak Wealth, Jordan Thatcher brings 10 years of expertise in accounting, tax preparation, and tax planning. With a reputation for providing comprehensive financial solutions, Jordan specializes in helping both individuals and businesses maximize tax efficiency and minimize liabilities. She takes a personalized approach to each client’s financial situation, delivering tailored strategies that support both short-term objectives and long-term success.

In addition to her tax expertise, Jordan is a skilled paralegal with a focus on corporate compliance, assisting businesses in navigating the complexities of legal requirements and ensuring they remain in good standing with regulatory standards.

Outside of her professional life, Jordan enjoys spending quality time with her family, exploring the outdoors, and working on home remodeling projects.

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Career Highlights
Why did you get into wealth management?
What do you enjoy most about the work you do for SteelPeak clients?
What do you love to do outside of work?
What is your favorite book or quote?
Schedule a Meeting with
Jordan
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.

Other Team Members

Kingsley Choi
Wealth Advisor
Lioness Ebbay, Esq.
Director of Estate Consulting
James Cotton
Operations Associate
Christine Mueller Coley, CFP®, CDFA®
Wealth Advisor
Joseph Brandolino
Client Service Associate
Reza Zamani, AIF®, CPM®, CFS®, CAS®
Founding Partner, CEO
Andrew H. Jacobson
Sr. Vice President, Wealth Advisor
John Perry, CPFA, CDS
Sr. Vice President, Wealth Advisor
Teddy Weber, CPA
Tax Associate
Lexi Shaheri
Client Service Associate
Samantha Orellana
Client Service Associate
Derek Ruan
Associate Wealth Advisor
Eric Hua
Portfolio Manager
Nick Sailer
Investment Analyst
Cole Murphy
Business Development Associate
Michael Rashtian
Vice President, Wealth Advisor
Roger Lopez
Wealth Advisor
Brendan Finneran
Senior Portfolio Manager
Steven Dymant
Director of Alternative Solutions
Maddie Zakarian
Administrative Specialist
Kim Zajic
Chief Administration Officer
Rina Pineda, CPA, MST
Director of Tax Consulting
Ryan Saidi, AIF®
Sr. Vice President, Wealth Advisor
Bardia Maghami
Fund Operations Associate
Nina Weiss
Client Service Associate
Tony Walsh
Chief Operating Officer
Spencer Mittin
Client Service Associate
Robert Venezia
Sr. Vice President, Wealth Advisor
Mike Shotton
Sr. Vice President, Wealth Advisor
Daisy Stinson
Client Service Associate
Joshua Fein
Controller
Wayne T. Slappy
Wealth Advisor
Josh Lev
Alternative Investment Associate
Leonard Green
Compliance Manager
Cecilia Escobar
Senior Client Service Associate
Mark Koellner, CFP®, CRPC®
Wealth Advisor
Katherine Neto, AWMA®
Client Service Associate
Michelle Nanoff
Senior Client Service Associate
Jim Bray, CFP®
Sr. Vice President, Wealth Advisor
Pete Alliegro, CFA
Director of Business Development
Justin Iskander, CPA
Wealth Advisor
Joseph Auday, CFP®, CRPC®
Sr. Vice President, Wealth Advisor
Ceasar Garvida, CFP®, CIMA®
Wealth Advisor
Airene Williamson
Chief Legal Officer
James Cordle
Senior Trader
Rich Winer
Vice President, Wealth Advisor
Heidi Wilson, WMCP®, CDFA®
Wealth Advisor
Ali Zamani AIF®, CFS®, CAS®
Founding Partner, CFO
Luke Anderson, AWMA®
Sr. Vice President, Wealth Advisor
Lisa Tashtchian
Business Development Coordinator
Alexis Prigo
Executive Assistant
Sam Sosa, J.D.
Wealth Advisor
Nicolo Gori
Client Service Associate
Stephanie Valderrama
Administrative Assistant
Mike Janis
Sr. Vice President, Wealth Advisor
Morten Roness, MBA
Vice President, Wealth Advisor
Maz Esmailbeigi AIF®, CFS®, CAS®
Founding Partner, CIO
Summer Larzelere
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Flavia Nunes
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Tyler Resh
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